Most of the financial plans I see from other advisers are just projections to see whether you’ll have enough money ... illustrates the need to have a plan in place for when you pass.

If doctors want you to follow a treatment plan, they may say, “I do the same thing” or “I give the same advice to my family.” Their goal is to get you to believe, “This expert follows ...

If so, you're going to need a plan. Here’s a guide to help you create a financial plan like a pro in just eight steps ... “People who have clear goals are more equipped to work through ...